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		<h2>Cash for College Follow Up Instructions</h2>
		
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			<p>Follow Up Requests are managed in this website, the Workshop Management System (WMS), from the Follow Up Request page.  Access to the page requires a WMS account.  We do not recommend that you share your account password and instead create an account for each assistant or have them create an account for themselves from the login page.  Assistant accounts should be created with the role of Site Contact and must be approved by an organizer before the assistant can login to the WMS.</p>
			<p>Follow Up Requests page can be accessed and managed by more than one person at a time.</p>
			<p>If you are unable to manage Follow Up Requests using the method described below, please contact your Regional Coordinator or Cash for College.</p>
		
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		<h3>How to manage Follow Up Requests in the Workshop Management System</h3>
		
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		<h4>Step 1</h4>
		
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			<p><img src="#request.pathToApplication#/common/images/screenshots/follow-up-instructions/1.png" class="img-polaroid screenshot" align="right" />Login to the Cash for College Workshop Management System at www.calgrants.org/organizers.</p>
	
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		<h4>Step 2</h4>
		
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			<p><img src="#request.pathToApplication#/common/images/screenshots/follow-up-instructions/2.png" class="img-polaroid screenshot" align="right" />Click on the drop down menu under the Deliver heading and select the Follow Up Requests page.</p>
	
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		<h4>Step 3</h4>
		
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			<p><img src="#request.pathToApplication#/common/images/screenshots/follow-up-instructions/4.png" class="img-polaroid screenshot" align="right" />Print the Follow Up Phone Script and Follow Up Voicemail Script for each person who will be making follow up calls.  Have ready access to the Follow Up Materials and Helpful Resources on the Follow Up Requests page.</p>
	
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		<h4>Step 4</h4>
		
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			<p><img src="#request.pathToApplication#/common/images/screenshots/follow-up-instructions/5.png" class="img-polaroid screenshot" align="right" />Scroll down and find the workshop you want to follow up and click the Manage Requests option under the Select button.</p>
	
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		<h4>Step 5</h4>
		
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			<p><img src="#request.pathToApplication#/common/images/screenshots/follow-up-instructions/6.png" class="img-polaroid screenshot" align="right" />On the Manage Follow Up Requests page, select a student to contact and click the Update button.</p>
	
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		<h4>Step 6</h4>
		
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			<p><img src="#request.pathToApplication#/common/images/screenshots/follow-up-instructions/7.png" class="img-polaroid screenshot" align="right" />Using the information on the Student Follow Up page, contact the student and assist them in completing the FAFSA or CA Dream Act application and applying for a Cal Grant.  Use the Follow Up Phone Script and Follow Up Voicemail Script as appropriate.</p>
	
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		<h4>Step 7</h4>
		
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			<p><img src="#request.pathToApplication#/common/images/screenshots/follow-up-instructions/8.png" class="img-polaroid screenshot" align="right" />Once you have completed follow up for the student, change the Follow Up Status to Complete and enter notes into the Follow Up Notes field then save the record. Common note topics include:
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				<li>The FAFSA</li>
				<li>The CA Dream Act</li>
				<li>Tax questions</li>
				<li>Income/asset questions</li>
				<li>Cal Grant deadline</li>
				<li>GPA submission</li>
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			Do not change the Follow Up Status of the student to Complete until you are done providing assistance to the student.  You may add Follow Up Notes to the record without changing the Follow Up Status to Complete.</p>
		
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